Plan Snapshot
- Plan Sponsor: Urban Adventures Companies, INC.
- Sponsor EIN: 522251236
- Sponsor Address: 1612 U STREET NW, WASHINGTON, DC, 20009
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 390 | $3.6M | $146,697 | $592,980 |
| 2023 | 242 | $2.6M | $131,821 | $532,631 |
| 2022 | 367 | $1.4M | $116,089 | $388,772 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THOMPSON, HUGHES & TROLLINGER P | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $34,110 | $9,817 | — | — | — |
| 2023 | $20,357 | $6,082 | — | — | — |
| 2022 | $14,663 | — | $14,663 | — | — |